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How to import figures directly into a return?

Overview

You have calculated your Gross Sales, tax liability, and Discretionary Surtax and would like to import these figures directly into the return

Environment

TrustFile

Resolution

  • Log into the TrustFile website
  • Select a company, if you work in TrustFile for Accountants
  • Click the View/Edit Return link under the return you want to file
    • Scroll down until you see the Import Data link on the left side of the return page
    • Click Import Data
    • Click Download XLSX Template

 

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